Fund HoldingsCardinal Capital Management

Total Portfolio Value
$614.59M
Total Bought
$580.03M
Total Sold
$493.56M
Net Transaction
+$86.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)033,890+33,890026,3654.29%+26,365
MICROSOFT CORP(MSFT)052,093+52,093021,9173.57%+21,917
JOHNSON & JOHNSON(JNJ)0106,239+106,239016,8062.73%+16,806
COSTCO WHSL CORP NEW(COST)021,861+21,861016,0162.61%+16,016
APPLE INC(AAPL)082,216+82,216014,0982.29%+14,098
EXXON MOBIL CORP0110,717+110,717012,8702.09%+12,870
INTEL CORP(INTC)0271,148+271,148011,9771.95%+11,977
LOWES COS INC(LOW)046,004+46,004011,7191.91%+11,719
JPMORGAN CHASE & CO(JPM)057,445+57,445011,5061.87%+11,506
DEERE & CO(DE)027,112+27,112011,1751.82%+11,175
QUALCOMM INC(QCOM)062,988+62,988010,6641.74%+10,664
AUTOMATIC DATA PROCESSING IN042,332+42,332010,6271.73%+10,627
ILLINOIS TOOL WKS INC(ITW)039,088+39,088010,5421.72%+10,542
ALPHABET INC(GOOG)066,641+66,641010,0581.64%+10,058
WALMART INC(WMT)0161,974+161,97409,7771.59%+9,777
MERCK & CO INC(MRK)073,035+73,03509,6891.58%+9,689
CONOCOPHILLIPS(COP)076,028+76,02809,6771.57%+9,677
AGILENT TECHNOLOGIES INC(A)065,630+65,63009,5501.55%+9,550
EMERSON ELEC CO(EMR)083,717+83,71709,4951.54%+9,495
ECOLAB INC(ECL)040,910+40,91009,4681.54%+9,468
PROCTER AND GAMBLE CO(PG)052,622+52,62208,5381.39%+8,538
INTERNATIONAL BUSINESS MACHS(IBM)043,212+43,21208,2521.34%+8,252
BANK NEW YORK MELLON CORP0140,012+140,01208,0671.31%+8,067
GENERAL MLS INC(GIS)0114,767+114,76708,0301.31%+8,030
TRUIST FINL CORP(TFC)0193,135+193,13507,5281.22%+7,528
REGENERON PHARMACEUTICALS(REGN)07,774+7,77407,4821.22%+7,482
CISCO SYS INC(CSCO)0149,082+149,08207,4411.21%+7,441
IDEXX LABS INC(IDXX)013,771+13,77107,4351.21%+7,435
LABORATORY CORP AMER HLDGS033,552+33,55207,3301.19%+7,330
STARBUCKS CORP(SBUX)078,875+78,87507,2081.17%+7,208
PRICE T ROWE GROUP INC(TROW)056,311+56,31106,8651.12%+6,865
MCCORMICK & CO INC(MKC)089,369+89,36906,8641.12%+6,864
BIOGEN INC(BIIB)030,467+30,46706,5701.07%+6,570
BECTON DICKINSON & CO(BDX)026,275+26,27506,5021.06%+6,502
CUMMINS INC(CMI)020,769+20,76906,1201.00%+6,120
MEDTRONIC PLC(MDT)069,446+69,44606,0950.99%+6,095
KEYSIGHT TECHNOLOGIES INC(KEYS)038,281+38,28105,9860.97%+5,986
PEPSICO INC(PEP)030,982+30,98205,4590.89%+5,459
DOLLAR TREE INC(DLTR)039,449+39,44905,2530.85%+5,253
3M CO(MMM)047,749+47,74905,0650.82%+5,065
COCA COLA CO(KO)081,751+81,75105,0390.82%+5,039
NATIONAL FUEL GAS CO(NFG)089,540+89,54004,8530.79%+4,853
FEDEX CORP(FDX)016,221+16,22104,7190.77%+4,719
UNITED STS LIME & MINERALS I(USLM)014,216+14,21604,2380.69%+4,238
HASBRO INC(HAS)073,304+73,30404,1430.67%+4,143
STATE STR CORP(STT)052,953+52,95304,1300.67%+4,130
PHILLIPS 66(PSX)025,127+25,12704,1040.67%+4,104
RAYMOND JAMES FINL INC(RJF)030,777+30,77703,9660.65%+3,966
ROYAL BK CDA(RY)039,271+39,27103,9620.64%+3,962
LANDSTAR SYS INC(LSTR)019,367+19,36703,7330.61%+3,733
MORNINGSTAR INC(MORN)011,740+11,74003,6200.59%+3,620
VEEVA SYS INC(VEEV)015,022+15,02203,4800.57%+3,480
BADGER METER INC021,082+21,08203,4110.56%+3,411
OIL DRI CORP AMER(ODC)045,744+45,74403,4110.55%+3,411
BALCHEM CORP021,999+21,99903,4090.55%+3,409
F5 INC(FFIV)017,775+17,77503,3700.55%+3,370
UNITED PARCEL SERVICE INC(UPS)021,550+21,55003,2030.52%+3,203
BRISTOL-MYERS SQUIBB CO(BMY)056,860+56,86003,0840.50%+3,084
SNAP ON INC(SNA)010,287+10,28703,0470.50%+3,047
TELEDYNE TECHNOLOGIES INC(TDY)06,942+6,94202,9800.48%+2,980
ELBIT SYS LTD(ESLT)013,874+13,87402,9170.47%+2,917
DOLBY LABORATORIES INC(DLB)034,403+34,40302,8820.47%+2,882
CACI INTL INC(CACI)07,488+7,48802,8370.46%+2,837
CURTISS WRIGHT CORP(CW)011,053+11,05302,8310.46%+2,831
GRACO INC(GGG)029,153+29,15302,7250.44%+2,725
HENRY JACK & ASSOC INC(JKHY)015,490+15,49002,6910.44%+2,691
BANK NOVA SCOTIA HALIFAX051,788+51,78802,6820.44%+2,682
CHARLES RIV LABS INTL INC(CRL)09,822+9,82202,6610.43%+2,661
ROBERT HALF INC.(RHI)032,552+32,55202,5810.42%+2,581
TORONTO DOMINION BK ONT(TD)042,656+42,65602,5760.42%+2,576
PFIZER INC(PFE)088,811+88,81102,4650.40%+2,465
NXP SEMICONDUCTORS N V
COM
09,476+9,47602,3570.38%+2,357
HUNTINGTON BANCSHARES INC(HBAN)0166,504+166,50402,3450.38%+2,345
WEBSTER FINL CORP(WBS)045,799+45,79902,3250.38%+2,325
UNITED THERAPEUTICS CORP DEL(UTHR)09,955+9,95502,2870.37%+2,287
DUPONT DE NEMOURS INC(DD)029,521+29,52102,2630.37%+2,263
ALPHABET INC(GOOG)014,745+14,74502,2450.37%+2,245
MASIMO CORP014,764+14,76402,1680.35%+2,168
SYNAPTICS INC(SYNA)021,036+21,03602,0520.33%+2,052
SPIRE INC(SR)031,621+31,62101,9600.32%+1,960
GENTEX CORP(GNTX)054,013+54,01301,9510.32%+1,951
NOVO-NORDISK A S(NVO)068,729+68,72908,8871.45%+8,887
CIRRUS LOGIC INC(CRUS)019,771+19,77101,8300.30%+1,830
BANK OZK LITTLE ROCK ARK(OZK)039,392+39,39201,7910.29%+1,791
F N B CORP(FNB)0121,881+121,88101,7190.28%+1,719
HUB GROUP INC(HUBG)039,510+39,51001,7080.28%+1,708
TOYOTA MOTOR CORP(TM)020,761+20,76105,2250.85%+5,225
UNION BANKSHARES INC055,061+55,06101,6790.27%+1,679
GARTNER INC(IT)03,497+3,49701,6670.27%+1,667
ZIFF DAVIS INC(ZD)025,454+25,45401,6050.26%+1,605
DOW INC(DOW)027,118+27,11801,5710.26%+1,571
LINDSAY CORP(LNN)013,330+13,33001,5680.26%+1,568
CULLEN FROST BANKERS INC(CFR)013,338+13,33801,5010.24%+1,501
CORTEVA INC(CTVA)025,326+25,32601,4610.24%+1,461
ALCON AG(ALC)017,465+17,46501,4550.24%+1,455
ARGAN INC028,724+28,72401,4520.24%+1,452
JAZZ PHARMACEUTICALS PLC(JAZZ)011,841+11,84101,4260.23%+1,426
UNIVERSAL DISPLAY CORP(OLED)08,389+8,38901,4130.23%+1,413
KIMBALL ELECTRONICS INC064,538+64,53801,3970.23%+1,397
MOHAWK INDS INC(MHK)010,444+10,44401,3670.22%+1,367
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